Jesse Dunsmore has been an investment adviser representative at Cornerstone Enterprises since May 2023, and is not listed among the firm’s executive officers or direct owners.
Cornerstone Enterprises, LLC is an Appleton, WI firm with $220M under management, 579 clients and 5 advisers across 3 offices, as of its February 2026 filing.
Jesse Dunsmore is Paraplanner of Cornerstone Financial Group. He joined Cornerstone in March 2014 as an advisor alongside Troy Leonard and took a hiatus in 2017, then rejoined as paraplanner in 2023. He assists with research, data analysis, financial plan development and streamlining client requests.
Jesse Dunsmore’s longest registration was 5 years at Thrivent Investment Management Inc. (2018–2023). Before joining Cornerstone Enterprises in 2023, Jesse Dunsmore was registered through Thrivent Investment Management Inc. and Scottrade Investment Management.
- Cornerstone Financial GroupCurrent– present · 3 yearsAppleton, WI · Adviser representative · Firm CRD 324255
- Thrivent Investment Management Inc.– · 5 yearsAppleton, WI · Adviser representative · Firm CRD 18387
- Scottrade Investment Management– · 1 yearSaint Louis, MO · Adviser representative · Firm CRD 169988
- Principal Securities, Inc.– · 2 yearsAppleton, WI · Adviser representative · Firm CRD 1137
Investment adviser representative registrations
Jesse Dunsmore is registered as an investment adviser representative in 2 states. Each was approved in May 2023.
- TexasSince 18 May 2023
- WisconsinSince 18 May 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 30 April 2014 |
| Series 7 | General Securities Representative Examination | 16 April 2014 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jesse Tyler Dunsmore
- CRD
- 6313028
- Firm
- Cornerstone Enterprises · CRD 324255
- Office
- 158 E NORTHLAND AVE, Appleton, WI 54911
- Registration
- Investment adviser registration
- In the industry since
- May 2014
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- cfgwi.com
Where does Jesse Dunsmore work?
Jesse Dunsmore is an investment adviser representative registered through Cornerstone Enterprises, LLC since May 2023, and is not listed among the firm’s executive officers or direct owners.
Is Jesse Dunsmore a financial advisor?
Yes. Jesse Dunsmore has a current investment-adviser registration in Texas and Wisconsin, through Cornerstone Enterprises since May 2023.
How many years of experience does Jesse Dunsmore have?
Jesse Dunsmore has 12 years in the financial industry, since May 2014, across 4 adviser firms.
What exams has Jesse Dunsmore passed?
Jesse Dunsmore has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in April 2014. FINRA credited Jesse Dunsmore with the SIE, which began in October 2018.
Where did Jesse Dunsmore work before Cornerstone Enterprises?
Before Cornerstone Enterprises, Jesse Dunsmore was registered through Thrivent Investment Management Inc., April 2018 to May 2023; Scottrade Investment Management, March 2017 to March 2018; Principal Securities, Inc., May 2014 to March 2017.
Where is Jesse Dunsmore based?
Jesse Dunsmore’s registered office is in Appleton, WI.
Is Jesse Dunsmore registered with FINRA?
No. Jesse Dunsmore has no current broker registration.
How can I verify Jesse Dunsmore’s record?
Search CRD 6313028 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jesse Dunsmore’s full registration record.
